Sage Intacct implementations or Microsoft Dynamics implementations can be complicated projects with far-reaching implications for your organization. Choosing the right software is important, but enlisting the right help to get the system implemented properly and consistent with your goals and requirements is key.
Before we take on any project, Dean Dorton’s consultative process allows us to carefully determine what a successfully completed project looks like for your organization. This includes more than software features and functionality. We examine how the system will be used in the context of your broader business processes and define a plan to get you to point B including system design, conversion, training, integration and support.
Dean Dorton employs industry and project management best practices to insure that all project tasks and deliverables are completed according to schedule. Experience has shown that careful management of communication throughout the project is critical for project success. We share formal project plans with our clients and communicate project status proactively on each project to insure that the entire project team has full visibility.
The 5 phases of implementation
Phase 1: Plan
To begin the Plan step, we will meet with you to further understand your goals and expectations as well as the strategic context and intent of the Project. In parallel, we will jointly review and mutually agree on the detailed Project Plan and milestone dates aligned with your needs.
Phase 2: Define
In the Define phase, via interviews and small group workshops, we focus on understanding and documenting your accounting software-related product requirements, data migration/conversion, user training and deployment needs. Key deliverables from this phase include: Conference Room Pilot (walkthrough of configured system), End User Training Plan, Initial Customer and Vendor Data Upload Approach and Deployment Approach.
Phase 3: Build
In the Build phase, we enable your new business capability by configuring the product setup, performing data conversion and report formats per your requirements. The key deliverable from this phase is a configured accounting software system loaded with your customer and vendor data and ready for the next phase.
Phase 4: Model
In the Model phase, we test your new accounting system and train your key resources on their new business capabilities. Your users will also perform their own User Acceptance Test (UAT) to ensure the system is ready for ‘go live’ in the production environment. The key deliverables from this phase include proficient end-users and a configured and user-accepted accounting system ready for deployment.
Phase 5: Deploy
The Deploy phase includes all planning and production readiness activities leading up to and including the final system ‘go live’ deployment to the end-users and transition of the application management responsibilities to the ongoing support unit (power user). The key deliverable from this phase is a successful deployment of your accounting system in the production environment.
Eliminate your accounting distress and take the leap with us—starting with a free consultation.